Your Portfolio
Command Center
Palmarium brings research portfolio generation, and reporting into a single dashboard. from constraints to client-ready outputs, everything is build for managing risk, improving investment decisions and transparency.
Portfolio Builder
Define allocations, risk bands, or fixed holdings.
Generate optimized portfolios instantly, backed by scientific models.
Rebalance across multiple clients with a consistent methodology.
Idea Generator
Coverage from dozens to thousands of assets.
Opportunities explained with context.
Advisors remain in control — edit, swap, or lock positions as needed.
Client-Ready Reports
Plain-language rationale for each position.
Built-in AI Copilot for instant rationale and client answers.
Editable Outputs
Start from an optimized portfolio proposal.
Swap assets, adjust weights, or replace funds as needed.
Regenerate the output instantly with updated risk and return metrics.
